Beyond a prompt

No platform explains its own numbers.

A 22% spike in Meta CAC looks like a performance failure — until you cross-reference it with GA4 events, HubSpot lead sources, and Salesforce pipeline. The real culprit? CAPI deduplication drift.

Week 18 dashboard.

A sample account. The Monday morning account summary.

Meta CAC · PROSPECT-EMEA+22%CAPI dedup drift at 14% against an 8% threshold
Brand citation · 12 queries41%was 33% · largest gain on “workwear b2b account UK”
Paid social leads mis-attributed11%HubSpot dropped UTMs on /book and /quote since Apr 28
Qualified pipeline, adjusted+9%reported flat · re-run attribution after the CRM fix
Monday morning account summaryNorthwind Retail · generated Mon 06:14 · grounded in 14 sources
Meta CAC · PROSPECT-EMEA

Up 22%, driven by CAPI dedup drift at 14% against an 8% threshold, which inflated reported conversions through April.

ActionHold spend and fix CAPI dedup this week. Do not re-optimize yet.

Brand citation

Up to 41% from 33% across 12 priority queries. Best coverage on “workwear b2b account UK.” Cited 0 / 4 on “fire-retardant workwear standards,” where the competitor is cited 4 / 4.

ActionAdd Q&A schema to the standards explainer.

Tracking discrepancy

HubSpot dropped paid social UTMs on /book and /quote from Apr 28, mis-attributing an estimated 11% of paid social leads.

ActionCritical. Owned by CRM ops.

Pipeline, adjusted

Reported flat against Q1. Adjusted for the tracking drift, estimated at +9%.

ActionRe-run attribution next week, after the CRM fix.

Answer surfaces, tested per query.

Per priority query and per market. A gap becomes a content or schema recommendation.

GEO / AIO Intelligence12 priority queries tested across 4 answer surfaces
“best workwear brand for trades EU”
PerplexityCitedChatGPTMissingAI OverviewsMissingClaudeMissing
Add entity-level markup to the service page.
“workwear b2b account UK”
PerplexityCitedChatGPTCitedAI OverviewsCitedClaudeMissing
Strong coverage. Analyze the Claude retrieval gap.
“fire-retardant workwear standards”
PerplexityMissingChatGPTMissingAI OverviewsMissingClaudeMissing
Restructure the FAQ content with Q&A markup. Competitor is cited 4 / 4.
“workwear bulk ordering”
PerplexityCitedChatGPTCitedAI OverviewsMissingClaudeMissing
Revise the landing page. Blog ranks #4 organic but drops conversions.

Data integrations and automated audits.

Data integrations6 automated audits · one account
IntegrationSyncsWhat it flags
Integration: Paid media healthSyncs: Google Ads · Meta · TikTok · LinkedIn · Snap · Pinterest · DV360What it flags: Pacing anomalies, CPA and ROAS shifts
Integration: Organic search demandSyncs: Google Search ConsoleWhat it flags: Search intent, and paid/organic cannibalization
Integration: GEO / AIO visibilitySyncs: Perplexity · ChatGPT · Google AI Overviews · ClaudeWhat it flags: Citation frequency, per query and per market
Integration: Conversion reconciliationSyncs: HubSpot · Salesforce · GA4 · GTMWhat it flags: Tracking errors, with a severity and an assigned owner
Integration: Outcome mappingSyncs: HubSpot · SalesforceWhat it flags: Pipeline, revenue and sales-qualified leads
Integration: Account narrativeSyncs: The operating graphWhat it flags: The weekly executive update

Enterprise Intelligence is downstream of Governance.

See GovernanceSee the workflows